Paul Borges
Borges Financial · Brookfield, Wisconsin
Paul Borges is a fee-only financial advisor at Borges Financial in Brookfield, Wisconsin, who holds the CFA, CFP and MS credentials. Paul charges hourly fees and a flat fee or retainer (no asset minimum) and focuses on retirement planning.
Request an introduction to Paul →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
Facts
| Firm | Borges Financial |
|---|---|
| Based in | Brookfield, Wisconsin |
| Fee model | Hourly · Flat fee or retainer |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Credentials | CFA · CFP · MS |
| SEC registration | Investment adviser representative in TX, WI · CRD 5704166 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | borgesfinancial.com |
Request an introduction to Paul
Tell Paul a little about what you're looking for. Paul isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Paul
Is Paul Borges a fee-only financial advisor?
Yes. Paul Borges is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Paul's firm.
How does Paul charge for financial advice?
Paul charges hourly fees and a flat fee or retainer.
How much does Paul charge?
According to Borges Financial's website, checked October 28, 2026: no asset minimum.
Where is Paul Borges based?
Paul Borges is based in Brookfield, Wisconsin.
What does Paul specialize in?
Paul's specialties include retirement planning. Paul works with retirees, pre-retirees and early-career professionals.
What credentials does Paul Borges hold?
Paul Borges holds the CFA, CFP and MS credentials.
Is Paul Borges registered with the SEC?
Yes. Paul Borges is registered as an investment adviser representative in TX and WI (CRD 5704166), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Paul Borges?
Through Paul's website, borgesfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Borges Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.